Client Service Supervisor (Cebu)

Duties and Responsibilities

1. Booking

Responsible for the overall achievement of assigned booking targets through new client acquisition via online channels\
Responsible for administering activities related to client retention measured by Retention/Churn measures
Achieves target on walk-in conversions

2. Client Relations

Ensures clients and agents are given timely loans update feedback in compliance TAT standards.
Satisfactorily answers customer queries on product loan information.
Addresses customer complaints and executes issues resolutions
Performs “welcome calls” to newly released loans and ensure that IPG discussions were done correctly.

3. Collection Management

Validates payment made through online platforms and ensure achievement of Online/Third Party Payment Channel Targets
Endorsement of accounts for clean-up

4. Credit Evaluation and Documentation

Ensures timely and accurate encoding of loan application into the System
Checks that the loan application is properly filled out and accomplished and all the requirements are complete
Validates all documents submitted for approval and ensures registration and encumbrance in favor of Radiowealth Finance Company.
Reviews and monitors expiry date of insurance policies and ensures their renewal

5. Administration

Performs functions related to Cashiering in relation to cash and fund management, billing and on time payment of rents and utilities
Receives cash or check collections made by the CCI and signs the last Official Receipt (OR) issued during the day
Issues Official Receipt (OR) for office paying customers/clients and ensures that all collections during the day (cash and checks) are intact and deposited by CSR in
the bank and encoded in the System within the day.
Prepares Daily Cash Collection Report (DCCR)
Monitors promissory notes and payment arrangements ensuring compliance in the maintenance of accounts
Monitors and provides feedback on status of Post-Dated Checks and Returned Check Notice (RCN)
Controls and monitors processing fees collected from the clients and prepare liquidation.
Monitors and controls the branch petty cash fund including replenishment and liquidation

Candidate must possess at least Bachelor’s/College Degree in any Business-Related Course
3 Year Supervisory/Managerial Experience
Preferably with experience in loan product selling or equivalent. With relative experience on Customer Relations in Bank· Can communicate both oral and written
Computer literate (Microsoft Word & Excel)
With business writing skills and communication skills

Location: Cebu

Position: Client Service Supervisor

Ready to become an integral part of our team? Share your resume with us at hr-recruitment@rfc.com.ph and let’s embark on this journey together.